Independence Wealth Advisors
Latest statistics and disclosures from Independence Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTS, CTA, XLK, XLY, GLD, and represent 51.84% of Independence Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPTS (+$31M), XLE, CTA, XLK, VGK, XLF, QQQI, XLY, XLC, COP.
- Started 12 new stock positions in OMC, BK, ADI, COP, MDT, CMCSA, GD, VGK, XOM, MCK. BDX, UL.
- Reduced shares in these 10 stocks: , SPYM (-$6.2M), SPTI (-$5.7M), XLV, GLD, EEM, EFA, QQQ, IWM, EWJ.
- Sold out of its positions in ADBE, ABNB, KMX, DEO, SPTL.
- Independence Wealth Advisors was a net buyer of stock by $11M.
- Independence Wealth Advisors has $188M in assets under management (AUM), dropping by 5.53%.
- Central Index Key (CIK): 0002001765
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Portfolio Holdings for Independence Wealth Advisors
Independence Wealth Advisors holds 90 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTS) | 17.9 | $34M | +1083% | 1.2M | 29.18 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 15.3 | $29M | +6% | 952k | 30.22 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 10.5 | $20M | +7% | 148k | 132.90 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 4.5 | $8.4M | +7% | 77k | 108.98 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.6 | $6.8M | -33% | 16k | 430.28 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 2.8 | $5.3M | +3% | 107k | 49.37 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 2.8 | $5.2M | +22% | 106k | 49.37 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.6 | $5.0M | -8% | 205k | 24.29 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 2.6 | $4.9M | -6% | 60k | 81.98 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 2.3 | $4.3M | +172% | 70k | 61.26 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 2.3 | $4.3M | +17% | 86k | 49.69 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.8 | $3.5M | -54% | 24k | 146.61 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 1.8 | $3.3M | +13% | 30k | 110.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $3.1M | -18% | 12k | 248.00 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 1.4 | $2.7M | 16k | 161.73 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 1.3 | $2.4M | -72% | 31k | 76.54 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 1.2 | $2.3M | +8% | 48k | 47.40 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $1.8M | -60% | 31k | 56.79 |
|
| Apple (AAPL) | 0.9 | $1.8M | 6.9k | 253.81 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.7M | -11% | 5.9k | 287.54 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.7M | -47% | 17k | 97.13 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $1.7M | +27% | 2.6k | 650.46 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | +10% | 4.3k | 370.17 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $1.3M | -6% | 3.8k | 337.95 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.2M | +11% | 2.2k | 572.02 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.6 | $1.2M | -82% | 42k | 28.66 |
|
| Visa Com Cl A (V) | 0.6 | $1.2M | +14% | 4.0k | 302.28 |
|
| Amazon (AMZN) | 0.6 | $1.1M | +6% | 5.4k | 208.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | +25% | 3.7k | 286.88 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.6 | $1.1M | NEW | 13k | 82.43 |
|
| Ishares Msci Japan Etf (EWJ) | 0.6 | $1.0M | -38% | 12k | 84.44 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $1.0M | +31% | 12k | 86.69 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $1.0M | +31% | 8.9k | 116.29 |
|
| Booking Holdings (BKNG) | 0.5 | $1.0M | +26% | 239.00 | 4211.97 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $962k | -3% | 1.9k | 499.55 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $927k | +14% | 9.9k | 93.98 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.4 | $804k | -12% | 16k | 49.97 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $784k | +2% | 17k | 45.89 |
|
| Applied Materials (AMAT) | 0.4 | $744k | +3% | 2.2k | 341.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $711k | -62% | 1.2k | 577.19 |
|
| Philip Morris International (PM) | 0.4 | $678k | +53% | 4.1k | 165.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $654k | +83% | 1.4k | 479.20 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.3 | $595k | -9% | 15k | 40.83 |
|
| Iqvia Holdings (IQV) | 0.3 | $590k | -7% | 3.5k | 170.54 |
|
| Etf Opportunities Trust Rex Fang & Innov (FEPI) | 0.3 | $584k | +5% | 15k | 39.67 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $545k | +43% | 1.9k | 294.16 |
|
| AmerisourceBergen (COR) | 0.3 | $541k | -3% | 1.7k | 314.11 |
|
| Etf Opportunities Trust Rex Ai Equity Pr (AIPI) | 0.3 | $534k | +7% | 16k | 33.64 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $530k | +3% | 5.6k | 94.56 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $455k | -23% | 696.00 | 653.21 |
|
| Anthem (ELV) | 0.2 | $438k | +10% | 1.5k | 292.71 |
|
| Walt Disney Company (DIS) | 0.2 | $406k | -6% | 4.2k | 96.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $403k | 922.00 | 436.94 |
|
|
| ConocoPhillips (COP) | 0.2 | $392k | NEW | 3.0k | 131.98 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $370k | +39% | 2.4k | 152.75 |
|
| Wells Fargo & Company (WFC) | 0.2 | $362k | +50% | 4.5k | 79.60 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $361k | NEW | 2.1k | 169.66 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $338k | 4.1k | 82.57 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $319k | NEW | 930.00 | 343.22 |
|
| Starbucks Corporation (SBUX) | 0.2 | $318k | -15% | 3.5k | 89.60 |
|
| Analog Devices (ADI) | 0.2 | $307k | NEW | 966.00 | 318.14 |
|
| Johnson & Johnson (JNJ) | 0.2 | $302k | 1.2k | 244.44 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $301k | 11k | 27.85 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $300k | 2.1k | 144.46 |
|
|
| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.2 | $292k | 9.3k | 31.50 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $290k | 4.6k | 62.56 |
|
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| Oracle Corporation (ORCL) | 0.1 | $272k | +27% | 1.8k | 147.11 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $269k | 630.00 | 426.40 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $259k | 1.3k | 196.20 |
|
|
| Qualcomm (QCOM) | 0.1 | $253k | -4% | 2.0k | 128.80 |
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| Broadcom (AVGO) | 0.1 | $253k | 818.00 | 309.51 |
|
|
| salesforce (CRM) | 0.1 | $253k | -4% | 1.4k | 186.61 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $253k | NEW | 8.8k | 28.71 |
|
| Etf Opportunities Trust Rex Crypto Equit (CEPI) | 0.1 | $251k | +8% | 8.8k | 28.47 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $249k | 778.00 | 320.61 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $247k | 269.00 | 919.77 |
|
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| Bank of New York Mellon Corporation (BK) | 0.1 | $244k | NEW | 2.1k | 118.63 |
|
| International Business Machines (IBM) | 0.1 | $242k | 999.00 | 242.39 |
|
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| McKesson Corporation (MCK) | 0.1 | $238k | NEW | 275.00 | 865.36 |
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| Air Products & Chemicals (APD) | 0.1 | $236k | -9% | 813.00 | 290.45 |
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| Autodesk (ADSK) | 0.1 | $234k | -7% | 976.00 | 239.40 |
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| Becton, Dickinson and (BDX) | 0.1 | $230k | NEW | 1.5k | 157.23 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $225k | -8% | 1.6k | 142.85 |
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| Medtronic SHS (MDT) | 0.1 | $225k | NEW | 2.6k | 86.65 |
|
| Wal-Mart Stores (WMT) | 0.1 | $224k | 1.8k | 124.29 |
|
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $223k | 2.1k | 107.30 |
|
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $221k | 6.8k | 32.43 |
|
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| Omni (OMC) | 0.1 | $215k | NEW | 2.9k | 75.31 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $208k | 1.7k | 124.35 |
|
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| Unilever Spon Adr New (UL) | 0.1 | $204k | NEW | 3.6k | 56.97 |
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Past Filings by Independence Wealth Advisors
SEC 13F filings are viewable for Independence Wealth Advisors going back to 2025
- Independence Wealth Advisors 2026 Q1 filed April 20, 2026
- Independence Wealth Advisors 2025 Q4 filed Jan. 9, 2026